Presidio Wealth Management
“I trust and recommend them if you are looking for knowledgeable and experienced financial advisors.”
Best Financial Advisors in Midvale, UT
15 firms listed · 7 in Midvale · 1 open weekends · all 15 rated 4.5+
Data verified October 15, 2026
Integrity Financial Groups
“Integrity Financial Groups have helped my secure Used equipment financing at a time when I was trying to build a business.”
Financial Strategies Institute
“They meet my needs whenever I ask and they are there for me in ways I didn't know that I needed.”
KTS Financial Group
“They have been very good at helping us understand the investments that they offer and very good at helping our investments grow safely and securely.”
One Financial Advisors
“Max Coulliette came through recently for my wife, and I after we needed some assistance correcting paperwork that we had with the IRS.”
Sovereign Financial Group
“I never felt pressured and could tell he wanted us to feel fully covered if something were to happen.”
The 15 firms listed for Midvale, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Midvale, UT
Of the 15 firms we list here, 7 are in Midvale itself and 8 come from towns including South Jordan (3, 6 mi), Sandy (2, 4 mi) and Cottonwood Heights (1, 2 mi). The firms on this page are rated from 4.6 to 5.0 across 1,142 reviews; 8 have 50 or more reviews. 1 is open on Saturdays. 9 have ten or more years of experience, the longest 32 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 11 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Midvale take financial planning bookings online?
5 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Wagstaff & Crawford
“I trust him to look out for the best interests of my clients.”
Butler Tax & Accounting
“If you want to feel like you matter as a client and are looking for exemplary customer service, I STRONGLY recommend Butler Tax & Accounting for all your needs.”
Tax Accounting Company of America
“They are so knowledgeable, helpful, and quick in turning around everything you need even with seemingly complex or difficult filings.”
Segelke Financial Group
“Great financial advice from an independent fiduciary.”
Genwealth Advisory Group
“Very personable and interested in you as a person, knowledgeable, interested in helping you succeed with your financial goals.”
Net Worth Advisory Group
“They know the business and are responsive and helpful whenever I need them.”
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New Millennium Group - Financial Advisors
“You pay attention to my personal needs and trust, and answer any of my questions.”
Integrated Financial Group
“They have gone above and beyond at taking care of multiple aspects of our life (finance, trust, will, insurance, accounting, etc...”
Atlas Investment Management & Retirement Solutions
“We feel like family with these folks and they really know what they are doing.”
Why these companies made our list
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